At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Groupâ€™s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today!
Trust Relationship Manager who will be responsible for the daily trust administration and trust client relationship management for a portfolio of trusts and/or companies structures. Responsibilities
Responsible for daily administration of trust and/or companies structures , including preparing letter of requests, preparing trust review packs for clients meeting, reviewing of letter of wishes, account opening, insurance transfer/purchases, property transfer/purchases etc, revocation, termination.
Responsible for drafting of appropriate trustee and company minutes and resolutions for structures under care
Responsible for regulatory reporting for structures under care
Review periodic reviews deck and transaction reports prepared for structures under care
Interact and collaborate with private bankers, wealth planners and intermediaries on trust and/or company matters
Manage the clients' expectation and attend to clients' trust matters promptly
Attend client meetings independently for structures under care or with team head for complex structures
Conduct regular trust review with the clients and address client queries independently
Contribute efforts for ad hoc projects which are assigned by Management from time to time
5 to 7 years of trust administration experience
Familiar with local governing trust laws and regulations; and standard AML policies and requirements by Financial Institutions.
Strong communication and interpersonal skills
Able to speak and articulate confidently
Able to work with little supervision, and has initiative to complete task independently
Good time management and organizational skills
Eye for details and able to manage multiple priorities
STEP Diploma in International Trust Management or a WMI Certificate in Trust Services preferred